David J. Winkowski
PartnerChair, Trusts, Estates & Private Client
Glenmede CLE Luncheon
September 10, 2025 12:30 PM– 1:30 PM EDT
David J. Winkowski and Mark R. Parthemer - Chief Wealth Strategist
Malvern Tech Room or virtually via Zoom
12:00 p.m. Lunch | 12:30–1:30 p.m. CLE Session
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Hear from Mark R. Parthemer, Chief Wealth Strategist, as he shares timely insights on:
- “One Big Beautiful Bill” and other key considerations and industry discussion
- Updates on the Corporate Transparency Act
- Upcoming real estate regulations and anti–money laundering rules
One substantive CLE credit pending PA approval (with reciprocity in NJ & NY)
Zoom Details:
https://stradley.zoom.us/j/95989388012
Meeting ID: 959 8938 8012
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